Returning Clients

Resources & Tools For Returning Clients

Tools & Resources

Brokerage Access & Financial Planning Tools
Altruist Brokerage
Touchstone Pathway: Questionnaires & Fact Finders
NetXInvestor: For SSG Clients
Workplace Retirement Plans
Advizr.com Financial Plan

Schedule A Meeting

Forms & Questionnaires

401(k) Questionnaire
401(k) Proposal Questionnaire
403(b) Questionnaire
403(b) Proposal Questionnaire
Workplace Retirement Plan Questionnaire
Workplace Retirement Plan Questionnaire

Blog

It is Better to Attend a Funeral than a Wedding

It is Better to Attend a Funeral than a Wedding

May 19, 2026 By "Chaim" Victor Schramm, CFS®, CAS®, CDFS®, AIF®It’s Better To Attend A Funeral Than A Party A relative once told me “opening the Bible always makes me feel creeped out, sad, and bossed around.” Ecclesiastes is a great book of the Bible because it will do that for you more efficiently and self-consciously than the [...] Read More
The Ecclesiastes Investor V- Eternity Money

The Ecclesiastes Investor V- Eternity Money

September 15, 2023 By "Chaim" Victor Schramm, CFS®, CAS®, CDFS®, AIF®The Ecclesiastes Investor V- Eternity Money What value, then, can the man of affairs get from what he earns?… (G-d) brings everything to pass precisely at its time; He also puts eternity in their mind, but without man ever guessing, from first to last, all the things that [...] Read More
What Does it Mean to “Invest in What You Know?”

What Does it Mean to “Invest in What You Know?”

August 19, 2022 By "Chaim" Victor Schramm, CFS®, CAS®, AIF®What It Means to "Invest in What You Know":Why Investing in What You Know is a Qualitative Factor The ACME Conglomerated Industries Corporation makes any number of products and does brisk business. Mac works there in Corporate and sits in an office with a window that overlooks the glorious [...] Read More